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$899 flat fee — WILL+TRUST— by ATTORNEY (financial district)
license info:
CA Bar
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I was an attorney at a very large law firm, Greenberg Traurig, in Los Angeles and moved to the Bay Area to open my own law practice.
The $899 flat fee includes initial consultation, drafting of the WILL and TRUST, and all consultations during the drafting period. (My rates were $400 per hour at my previous law firm.)
I also provide:
POWER OF ATTORNEY,
HEALTHCARE DIRECTIVES
Pre-nuptial Agreements
www.prenupca.com
Why use an ATTORNEY instead of a NON-ATTORNEY service?
Please do not use an online service or any other services that don't provide you with an attorney. As attorneys, we have spent a LARGE amount of time fixing estate plans that have been seriously broken by people using "do it yourself" (DIY) solutions such as Legalzoom and other non-attorneys who have only superficial knowledge of the estate planning laws.
The Laws for Estate Planning are complex and vast, therefore, it is a separate specialty in law practice. The legal issues involved can be extremely complicated and involve the IRS. The drafting of legal documents such as wills, living trusts, powers of attorney is the final result from an attorney who knows what you want to do with your property and who can advise you which option is best to take to avoid taxes and probate in a legal manner.
DIY solutions, while less expensive and "easy" to do in your spare time, force people into decisions about their property and how it will be passed on to heirs, and in many cases, the decisions are completely wrong for the family or not legal in your particular area where you reside.
Every family and their needs are different, and many legal issues are hidden or so complex that DIY solutions or non-attorney services don't mention or advise you about. The fact is, DIY solutions can never legally answer questions that you will have during the process, and in order to avoid starting a discussion with you about those legal issues, they will often not ask you those questions that they cannot answer. Below are a few examples:
Do you live in a community-property state, and is there a prenuptial agreement or post-nuptial agreement?
Are you or your spouse non-US citizens?
Is a Foreign Trust the best legal option for you?
Do you or your spouse have children from a prior marriage or relationship?
Do you have a special needs child or other relative that you need to plan for?
Should we include a homestead clause in your Trust?
Are you concerned about a child losing an inheritance because of poor financial skills, an addiction problem, a bad marriage, etc.
Should you include conditional gifts? For example, a beneficiary can be written out of the bequest if he/she doesn't satisfy a condition.
Not all conditions are legal, and different courts have ruled differently depending on where you reside, so an attorney can look up case laws to advise you on whether the conditions you wish to include in your wills/trusts are legal and enforceable.
These are just a few of the questions that a qualified attorney will ask you and answer for you and your particular situation.
With DYI solutions and non-attorney services, many things go wrong without your knowledge of those grave errors, and your family would be stuck with trying to go to Probate Court to fix the problems. This will result in costing you thousands of dollars because most states have statutory fees that you'll have to pay Probate attorneys, not to mention the complex mess your family will be thrown into during Probate.
I provide services in:
Wills and Testaments
Revocable/Irrevocable Living Trusts
Power of Attorneys
Healthcare Directives
Guardianships and Conservatorships
Pourover Wills
Real Property Trust Transfer Deeds
Certification of Trust
Pre-nuptial Agreements
and more...
I offer comprehensive estate planning services to established businesses and individuals.
I create estate plans for clients regarding future healthcare decisions, care of their children, and distribution of assets. No matter the size and complexity of an estate, clients should deal with estate planning issues urgently to ensure their family and assets are protected should an unforeseen crisis occurs that may leave them incapacitated or deceased. Estate planning can significantly relieve your estate from excessive tax liability which may be as high as 40%, avoid costly attorney's fees, and protect your beneficiaries' interests.
www.prenupca.com
Areas: Marin County/ Sausalito, Tiburon, Larkspur, Mill Valley, Corte Madera, Greenbrae, Kentfield, Ross, San Rafael, Novato, Petaluma, Napa, Sonoma.
San Francisco, San Jose, San Mateo, San Bruno, Milbrae, Palo Alto, Santa Clara, Sunnyvale, Fremont, Cupertino, Oakland, Berkley.